NUMG vs IWR

ANUMG

BIWR

Measures won0–6IWR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWR $13,924

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common8.9%NUMG and IWR

NUMG

IWR

Nuveen ESG Mid-Cap Growth · $295MiShares Russell Mid-Cap ETF · $56.9B

+7.7%3 years · per year$12,492 · $16,955+19.2%

−3.4%5 years · per year$8,420 · $13,924+6.8%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

0.01%12-mo yield$1 · $118 on $10k1.18%

−19.6%Worst dropSmaller wins−8.2%

20.5%VolatilityLower wins13.8%

0–6IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNUMG · IWR

3.0%GWW0.5%

4.1%IDXX0.4%

3.8%VEEV0.3%

0.6%CMG0.3%

Held in common8.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	ANUMG	Nuveen ESG Mid-Cap GrowthRead Desk	0.31%	0.01%	+0.1%	−10.2%	−11.3%	+7.7%	−3.4%	−19.6%	$295M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NUMG vs IWR

NUMG

Nuveen ESG Mid-Cap Growth

$8,420

IWR

iShares Russell Mid-Cap

$13,924

MeasureNUMGIWR

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield0.01%1.18%

5 years, per year−3.4%+6.8%

3 years, per year+7.7%+19.2%

Worst drop · 1Y−19.6%−8.2%

Volatility · 1Y20.5%13.8%

6–0measures won
IWR first

8.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NUMG, IWR, VUG

Today

8.9%most shared, NUMG and IWR

NUMGIWRVUG

NUMG—8.9%2.6%

IWR8.9%—7.0%

VUG2.6%7.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

VUG$42 − $3 = $39

NUMG$1 − $31 = −$30

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee